Helping You Realize the Potential of Your Passion

 

 

 

 

 

Revised:

December 31, 2008

 

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For I know the plans I have for you declares the Lord, plans to prosper you and not to harm you, plans to give you hope and a future.

Jeremiah 29:11

 

 

Initial Business Evaluation Questionnaire

 

     Please fill out this questionnaire and submit.   

     Note--all information provided is held strictly confidential and is used to help analyze your business needs by In The Spirit Consulting.

 

     Please provide the following contact information:

First Name
Last Name
Title
Company
Address
City
State   Zip 
Work Phone
FAX
E-mail
How long have your been in business?
Formal Education        (High School, College, Graduate Degree). If college degree, list:

 

  What is the approximate size of the population in your area?

City     County     Trade Area  

  Describe the products and/or services you offer:

  What is the dollar amount of your gross sales for the last full calendar year?  
  Do you rent or own your business building?  rent  own
  Monthly rent amount?  What does rent include? 
  Business structure?

Sole proprietorship, partnership, Subchapter S, LLC

  Does your business presently carry any debt? If yes list the type, terms, repayment length in terms, and total amount of the loan(s)

Please list type of debt, interest rate, monthly payment and outstanding balance.

  Describe how most of your clients find out about your business
  Do you have a database of your clients?  yes  no

 

How many clients are in your database?

  Do you send a company newsletter to your clients?  

yes  no  If yes, how often 

  Do you have employees? If so, list the type of work each does, and the number of hours they typically work per week and wages paid.  Identify if a spouse or other family member is involved in your business.

  List 5 major business problems or concerns, and discuss what you hope to accomplish with your business in the next 18 months.?  

 

 

 

 

 

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